DFX Intelligence
Lord, Abbett & Co LLC
unclassified· NJ
unclassified
74 more Schedule C rows and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
3 allocators
- OGE Energy Corp. Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- 1199seiu Health Care Employees Pension Fund General consultantthrough Dec 31, 2023 Form 5500
- Iron Workers Locals 40, 361 & 417 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
77 rows, $15.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 28 51 | NONE | $911,501 |
| Iuoe Local 30 Pension Fund | 2025 | 28 | NONE | $184,715 |
| Westchester Teamsters Local 456 Pension Fund | 2025 | 28 51 | INVESTMENT MANAGER | $184,001 |
+74 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceUnited Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension PlanDelaware no longer appears on United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Lord, Abbett & Co LLCaskebsa.dol.gov
- Lord, Abbett & Co LLC appears on OGE Energy Corp. Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Lord, Abbett & Co LLCaskebsa.dol.gov
- Lord, Abbett & Co. LLC appears on Wells Fargo & Company Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Lord, Abbett & Co LLCaskebsa.dol.gov
- Jayant Ghevaria & Co no longer appears on 1199seiu Health Care Employees Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Lord, Abbett & Co LLCaskebsa.dol.gov
- Lord, Abbett & Co. LLC appears on Carpenters Pension Fund of Illinois's Schedule C as investment manager (plan year 2023 vs 2022)with Lord, Abbett & Co LLCaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.